Daniel L. Goodwin’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $1.8M | Hold |
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2023
Q2 | $1.88M | Hold |
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2023
Q1 | $1.93M | Hold |
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2022
Q4 | $1.87M | Hold |
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2022
Q3 | $1.74M | Hold |
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2022
Q2 | $1.67M | Hold |
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2022
Q1 | $1.92M | Hold |
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2021
Q4 | $2.16M | Hold |
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2021
Q3 | $2.14M | Hold |
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2021
Q2 | $2.02M | Hold |
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2021
Q1 | $1.71M | Hold |
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2020
Q4 | $1.51M | Hold |
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2020
Q3 | $1.06M | Hold |
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2020
Q2 | $1.06M | Hold |
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2020
Q1 | $748K | Hold |
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2019
Q4 | $1.13M | Hold |
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2019
Q3 | $938K | Hold |
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2019
Q2 | $964K | Hold |
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2019
Q1 | $928K | Hold |
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2018
Q4 | $872K | Hold |
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2018
Q3 | $1.02M | Hold |
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2018
Q2 | $1.04M | Hold |
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2018
Q1 | $1.19M | Hold |
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2017
Q4 | $1.15M | Hold |
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2017
Q3 | $1.06M | Hold |
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2017
Q2 | $980K | Hold |
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2017
Q1 | $942K | Hold |
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2016
Q4 | $930K | Hold |
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2016
Q3 | $705K | Hold |
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2016
Q2 | $572K | Hold |
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2016
Q1 | $550K | Hold |
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2015
Q4 | $700K | Hold |
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2015
Q3 | $693K | Hold |
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2015
Q2 | $853K | Hold |
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2015
Q1 | $785K | Hold |
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2014
Q4 | $854K | Hold |
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2014
Q3 | $761K | Hold |
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2014
Q2 | $711K | Hold |
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2014
Q1 | $686K | Hold |
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2013
Q4 | $690K | Hold |
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2013
Q3 | $593K | Hold |
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2013
Q2 | $537K | Buy |
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